Power Battery Landscape Shifts: LFP Share Exceeds 80% as...
September Installation: Total power battery installation 76.0GWh (+39.5% YoY), record high for 2025 - Technology Split: LFP batteries 81.8% (62.2GWh), NCM
Deep Drive China 
Insights
Market intelligence on China's automotive globalization — EV exports, brand strategies, supply chain shifts and aftermarket opportunities.
China Surpasses 18 Million Charging Piles: Opportunities...
As of September 2025, the total number of charging facilities in China surpassed 18.063 million, a year-on-year increase of 54.5%, effectively supporting
Auto Parts Globalization Enters "Profit Harvest Phase":...
Profit Pattern Shift: Leading players' overseas margins now routinely exceed domestic, with CATL (29.02% overseas vs 22.94% domestic) demonstrating
Subscription, Residual Value Sharing, and Battery...
European Subscription Boom: NIO's European subscription service (from €999/month) secured over 10,000 orders in six months, with 60% of users being
Data Decoded: The EV Battlefield in Europe – BYD, Tesla,...
Accelerated Electrification: In the first three quarters of 2025, the market share of Battery Electric Vehicles (BEVs) in the EU rose to 16.1% (from 13.1%
Avatr Technology Accelerates Hong Kong IPO Plan, Aims for...
Chinese premium EV maker Avatr Technology — backed by automotive giant Changan, battery leader CATL, and tech powerhouse Huawei — is finalizing
Xiaomi YU7: How a Tech Disruptor is Reshaping China’s EV...
When Xiaomi launched its first electric vehicle, the YU7, in July 2025, few expected it to become an instant contender. Yet by August, it had delivered
2025 Global Auto Supply Chain “Dual Top 100” Lists...
Mid-2025, two influential rankings of the world’s top automotive suppliers were released—offering complementary yet distinct views of the evolving global
GAC International Accelerates Global Footprint with New...
On September 19, 2025, GAC International strengthened its global manufacturing strategy by signing a KD (Knock-Down) plant agreement with TH Group in
NIO Secures $1.16 Billion Equity Offering as Market...
NIO continues to strengthen its financial position with the successful completion of an $1.16 billion equity offering—just one week after closing a
China's Auto Export Map Shifts: Mexico & UAE Rise as...
According to the latest customs data, China exported 2.83 million vehicles from January to May 2025, a 16% increase year-on-year.
XPENG Taps Magna for European Production — A Strategic...
Big moves are happening in the European EV space. XPENG Motors has officially joined forces with Magna International, one of the world’s largest and most